Excel Susanto, CFP

Experience

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  PT. Surya Samudra Abadi

  Mar 2015 - Sept 2018

  Internal Auditor

  - Objectively review an organization's business processes- Evaluate the efficacy of risk management procedures that are currently in place- Protect against fraud and theft of the organization's assets- Make recommendations on how to improve internal controls and business processes

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  BenzStoreId

  Feb 2016 - Jan 2018

  Founder

  - Make a profit and expand business, mainly in products- Import goods and products to deliver and sell to customers- Develop disciplines in management by coming up with strategy- Create budget for a business and implement the budget costs- Consistently increased sales and maintained profits- Promoted products through social media, endorsement, and bazaar- Researched and analyzed the market

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  AIESEC in Turkey

  Jun 2017 - Sept 2017

  Volunteer

  - Interviewing: develop questionnaire, interview tourists, analyze the data and present findings- Photography: taking pictures, editing and retouching images- Blogging: write articles in a conversational style which engages readers- Prepare a report in which you talk about your experience at the end of the project- Actively participates with other participants to develop story ideas for all of the above- Participate in café talks to share your culture and experience to locals

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  PT TRINEXINDO GLOBAL MANDIRI

  Sept 2017 - now

  Founder

  - Enggage new client- Making itineraries- Doing both digital and conventional marketing- Developing the business with the new promotion tools and ideas- Create and update databases with personnel, financial, and other data

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  Bank of Indonesia Corner

  Jan 2018 - Feb 2020

  Chief Marketing Officer

  - Development of digital marketing through SEO, SMO, and website development.- Creative development through design, creative concepts, and documentation.- Branding by doing media partnership and awareness booster.- Create SOP marketing design tools- Create logo / mascot for branding BI Corner-Run a graphic design work program.

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  Generasi Baru Indonesia (GenBI)

  Jan 2018 - Dec 2018

  Head of Internal Development

  Scholarship by Central Bank of Indonesia is a merit-based government funded development program which aims to build a new generation of youth that would initiate projects of community services for a greater good in each region.Central Bank of Indonesia provides development programs including leadership camp and project funding for its awardees all across Indonesia.

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  Cicil.co.id

  Jan 2018 - Jan 2019

  Brand Ambassador

  - Improve brand awareness of Cicil in university environment- Actively assist colleagues in the process of applying for installment facility- Develop the company's services and strategies based on direct observation in the campus

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  PT Asuransi Raksa Pratikara

  Mar 2019 - Feb 2020

  Management Associate (MT)

  (The Most Outstanding MT’s Batch 59)

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  CIMB Niaga

  Feb 2020 - now

  *KPI 2023*(4.9/5) (Exceed Outstanding) (A+)*KPI 2022*(4.9/5) (Exceed Outstanding) (A+)*KPI 2021*(4.8/5) (Exceed Outstanding) (A+)################Achievement :- 1st Rank RM Preferred The Highest Premium Region Jakarta 1 Periode Q1 2021- 2nd Place Best RM National (BankWide) by Fee Income AIA Periode H1 2021- 3rd Place Best RM National (BankWide) by Premium Volume Contribution Periode H1 2021- 3rd Winner Sunlife RM Preferred Jakarta 1.2 Periode Q1 2021- 1st Winner Top Elite RM Region Jakarta 1 by Fee Base Income AIA Periode Q2 2021- Winner CX Hero July 2021- 1st Winner of Fee Income AIA Region Jakarta 1 Periode June 2021- 1st Winner of First Premium Region Jakarta 1 Periode June 2021- Winners Regional CX Compliments Campaign from Indonesia Periode Q3 2021- Winner OPeRA 2021 Category Best RM Preferred (BankWide)- 1st Winner Preferred Relationship Manager (BankWide) CX Star Award 2022- Best NTP Syariah 2021 Syariah Awards Jakarta Region- 1st Winner CX Star Award 2022 Kategori Preferred RM (BankWide)- 3rd Rank Best AFYP Sunlife August 2022 Jakarta A Area II- Best Producer AIA H1 2022 Jakarta A Area II- 1st Rank First Premium AIA August 2022 Jakarta A Area II- 1st Place National NT Wealth September 2022- Winner National NTP Syariah Q2 2022- 1st Place The Best RM Preferred Total New Volume Premi 2022- 1st Rank Best RM by FP AIA 2022- Best RM by Total New to Priority Customer 2022- Best RM by Total New to Wealth Customer 2022- 1st Winner National NTP Syariah "Syariah Awards" 2022- Winner OPeRA 2022 Category Best RM Preferred (BankWide)- Winner OPeRA 2022 Category Best New To Wealth Cases (BankWide)- Best of The Best OPeRA 2022 (BankWide)- Best of The Best ODP Graduates in All Batch (BankWide)- 1st Winner Jakarta Region Best Premium AIA 2023- Winner OPeRA 2023 Category Best RM Preferred (BankWide)- Winner OPeRA 2023 Category Best Fee Income RM Preferred (BankWide)- Winner OPeRA 2023 Category Best Premium AIA RM Preferred (BankWide) Show less

  • Business Manager

    Feb 2025 - now

  • Executive Preferred Relationship Manager

    Jan 2024 - Jan 2025

  • Preferred Relationship Manager

    Jan 2021 - Jan 2024

  • Relationship Manager

    Aug 2020 - Jan 2021

  • Officer Development Program (ODP)

    Feb 2020 - Aug 2020